SPDR SER TR's ticker is JNK and the CUSIP is 78468R622. A total of 557 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 21.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,605,323 | -31.3% | 17,758 | -30.1% | 1.34% | -38.3% |
| Q2 2023 | $2,338,022 | -1.9% | 25,405 | -1.0% | 2.16% | +3.6% |
| Q1 2023 | $2,382,968 | +63.7% | 25,673 | +58.7% | 2.09% | +36.1% |
| Q4 2022 | $1,455,660 | -71.2% | 16,174 | -65.3% | 1.54% | -67.4% |
| Q4 2021 | $5,054,000 | +11.4% | 46,549 | +12.2% | 4.71% | +3.7% |
| Q3 2021 | $4,536,000 | -25.4% | 41,475 | -25.0% | 4.54% | -12.3% |
| Q2 2021 | $6,077,000 | – | 55,270 | – | 5.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Symmetry Partners, LLC | 206,340 | $19,547 | 1.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 25,377 | $2,404 | 0.88% |
| Apella Capital, LLC | 114,694 | $10,753,674 | 0.60% |
| Aletheian Wealth Advisors LLC | 8,636 | $818,150 | 0.54% |
| InTrack Investment Management Inc | 2,608 | $247,008 | 0.18% |
| McLean Asset Management Corp | 3,245 | $304,641 | 0.11% |
| Arden Trust Co | 3,203 | $303,421 | 0.04% |
| Pure Financial Advisors, LLC | 13,087 | $1,239,742 | 0.04% |
| WealthPLAN Partners, LLC | 4,312 | $408,476 | 0.04% |
| Fragasso Group Inc. | 4,898 | $463,950 | 0.04% |